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Import a New Client with CaMS Explorer
CaMS Integration

Follow these steps to create a new client profile in ESCASES, by pulling their information from the CaMS database.

  1. Log into your ESCASES portal.
  2. Open the navigation menu. 
  3. Select “CaMS Explorer”.
  4. Enter the Client Reference Number provided by CaMS.
  5. Allow up to 1 minute for the profile to load.
  6. Confirm this is the correct client by reviewing the information.
  7. Click the red “Overwrite Existing Data” button.
  8. When the green “View Profile” button appears, the import is completed.
  9. Click the “View Profile” button to open the new profile.

Congratulations! You have created a new client profile by importing their data from CaMS.

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